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    NEWS TAGGED GROWTH
    Saturday 14 February 2026
    World's largest GaAs foundry sees 2–3x surge from 1.6T optical boom
    GaAs foundry leader Win Semiconductor forecasts explosive growth in the 1.6T optical communication module market in 2026, expecting a 2-3x increase in demand driven by satellite and...
    Saturday 14 February 2026
    HBM steals the show at SEMICON Korea despite Samsung, SK Hynix skipping the floor
    Artificial intelligence-driven growth in the semiconductor industry has drawn increasing public attention. SEMICON Korea, organized by SEMI, continues to expand in scale. The 2026...
    Saturday 14 February 2026
    Commentary: Foxtron targets 1,500 Bria deliveries by 1Q26 amid Luxgen acquisition
    One of the biggest stories in Taiwan's auto market toward the end of 2025 is Foxtron's official announcement to acquire 100% of Luxgen, with the deal expected to close in the first...
    Saturday 14 February 2026
    WD says 2026 capacity sold out as HDD prices post sharpest rise in two years

    Hard disk drive (HDD) contract prices rose approximately 4% sequentially following the conclusion of fourth-quarter 2025 negotiations,...

    Saturday 14 February 2026
    Exclusive: World’s largest e-reader ODM warns memory crunch could hit 2026 gadget shipments
    Memory chip shortages and soaring prices could constrain shipments of consumer electronics in 2026, including smartphones, PCs, notebooks, and TVs, while Netronix, the world's largest...
    Friday 13 February 2026
    Global server market, 4Q 2025

    Introduction

    Friday 13 February 2026
    Shihlin Electric expands in North America as orders extend to 2030

    Shihlin Electric is entering 2026 with strong operating momentum, supported by accelerated contract releases under Taipower's grid resilience...

    Friday 13 February 2026
    TSMC and memory makers boost capex to offset China export restrictions impact
    TSMC raised its 2026 capital expenditure forecast to US$52-56 billion, driving strong demand in the global semiconductor supply chain amid AI growth. Memory giants SK Hynix, Micron,...
    Friday 13 February 2026
    Transformer exports and domestic infrastructure boost Taiwan's heavy electrical sector in early 2026
    Taiwan's heavy electrical industry kicked off 2026 with strong performance, driven by robust orders from Taiwan Power Company's (Taipower) grid resilience projects, and sustained demand...
    Friday 13 February 2026
    Lenovo leans on premium AI PCs and phones as memory costs squeeze hardware margins
    Lenovo said surging memory prices are likely to weigh on global PC and smartphone unit demand in 2026, prompting the company to double down on diversified sourcing, premium product...
    Friday 13 February 2026
    Why Applied says the AI boom is real—just waiting for more cleanrooms
    Applied Materials used its fiscal first quarter 2026 earnings call to underscore that AI-related semiconductor demand is running ahead of earlier forecasts, with industry revenues...
    Friday 13 February 2026
    Kioxia forecasts up to 77% operating profit surge on AI-driven NAND price rally
    Driven by expanding memory demand from AI servers and rising average selling prices, Japan-based NAND flash and SSD maker Kioxia expects solid growth in fiscal year 2025 (April 2025-March...
    Friday 13 February 2026
    Apple and Samsung solidify their lead as only brands with over 1 billion active users

    Chinese smartphone vendors continue to expand global shipments, supported by competitive pricing, sustained research investment, and overseas...

    Thursday 12 February 2026
    Global semiconductor industry, 2026

    Introduction

    Thursday 12 February 2026
    China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure
    Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook